Millennium Private Wealth

We proudly take the long view

We proudly take the long view

When it comes down to it, our true calling isn't about money or finances. It's about building a relationship that helps free you from uncertainty, fear, and worry. So you're free to be the you that savors every adventure and every moment.

Our true calling

About Millennium

About Millennium

We take notes. We crunch numbers. And we put 150 years of combined financial expertise and experience to work - to create investment plans built around their personal needs and vision. Not just as they are today, but as they evolve over time, over generations. Because if there's one thing life promises, it's change.

Our Team

Millennium Private Wealth opened its doors in March of 2016 on Daniel Island, SC. Millennium Private Wealth is associated with Wells Fargo Advisors Financial Network, one of the most highly respected financial institutions in the world.

MPW's four partners Jeff Burton, Steve Meyer, Bill Rouse, and Jessica Harper started MPW with the philosophy that every client's situation and goals are unique, and therefore each client deserves a specialized approach to planning their financial future.

Each partner brings a combined 150 years of experience in the financial services industry to the team's planning process. We strive to know and understand our clients complete financial situation to provide them the highest quality information, services, and products available.

Millennium Resources

Millennium Resources

We hope you will take advantage of this resource and visit us often. We are committed to our clients and define our success by our clients' success.

Resources

Articles

Seventy-Five Percent Of Americans Agree They Would Benefit From Having Basic Financial Education And Information.

Source: The 2016 Consumer Financial Literacy Survey, Harris Interactive, Inc., 2009

Calculators

Only 48% Of U.S. Workers Have Tried To Determine How Much They Will Need To Save For A Comfortable Retirement.

Source: Employee Benefit Research Institute, 2015

Newsletters

Fifty-Seven Percent Of American Workers Have Saved Less Than $25,000 For Retirement, And 28% Have Saved Less Than $1,000.

Source: Employee Benefit Research Institute, 2015

Glossary

Financial Terms From A To Z.

Tax Library

We've Put Together A Collection Of Resources To Help You Manage Your Taxes As Well As Prepare For The Upcoming Tax Season.

Videos

These Engaging, Short Animations Focus On A Variety Of Financial Topics And Illustrate Key Financial Concepts And Current Events.

Comprehensive Wealth Management Strategies

We have in-depth experience in financial strategy and investment management, but we also bring professionals with the expertise necessary for a successful wealth management plan. We will also work with any professionals with whom you already have a relationship.

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Contact Millennium

Contact Millennium

With the knowledge that persistence and patience helps to produce enduring results contact Millennium with your questions. Our experienced staff is ready to answer any question anytime with comprehensive strategies made for lifetime enjoyment and well being.

Contact Us

Send us a message

Please complete the Contact Form and we'll be in touch.

Millennium Private Wealth

Address 225 Seven Farms Dr, Suite 300

Charleston, SC 29492

Tel: 843-471-2630

Fax: 843-471-2656

Millennium Private Wealth (Greenville Office)

Address 148 River Street, Ste 120

Greenville, SC 29601

Click to view parking map

Tel: 864-232-9950

Fax: 864-438-1261

Millennium Private Wealth (Savannah Office)

Address 300 Drayton Street, Mezzanine Level

Savannah, GA 31401

Tel: 912-644-5670

Fax: 912-644-5674

Millenium Private Wealth

225 Seven Farms Drive Suite 300, Charleston, SC 29492

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